Business Management Thought Leadership Group
About This Group
Tim Frazier is Senior Vice President, Director of Sales & Marketing at Concertiv, a consulting firm that helps manage key market data/research and IT/Software vendors. His clients include elite Hedge Funds, Investment Banks, and Private Equity Funds. Previously, Tim spent 5+ years leading sales into the Asset Management space for TriNet where he launched the M&A Group and the International Group. Before moving to New York, Tim spent 15+ years working in business finance, a middle market lender for Regions Bank and SunTrust Bank. During his banking tenure, Tim helped to grow Wealth Management Assets by over $200 Million, Loans by $500 Million, while managing a 40+ person team across several different geographies. Tim is also an active investor and advisor to businesses focused on e-commerce or AI. Tim has completed Data Science certificates from the University of Michigan and he received his Bachelor of Art’s Degree in Political Science and Economics from Kalamazoo College. Tim has business fluency in Spanish and Portuguese. Tim has been actively involved in several non-profit boards, including The American Red Cross and Rotary International. Tim has also been a long-time supporter of NY Sun Works, Environment America and Startup Weekend.
Chris is a Financial Services Professional with a total of 9 years of Banking and Financial Analysis skills. He has a strong analyst background combined with soft skills gained through HNW client interaction. Chris works for Capital One Bank as a Relationship Banker where he helps high net worth clients with their banking arrangements and trains other bankers to do the same.Upcoming Events & Meetings
Join us as our experts discuss how an effective ESG proposition links to higher value creation. ESG is gaining in popularity as an investment strategy, but how does that apply to an entire organization? Our experts will discuss how top line growth, cost reductions, avoiding legal & regulator interventions and productivity uplift all lead to investment and asset optimization.
The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.
A discussion by Roy Cohen about how job search has moved online and how this is likely to be a permanent change. Roy will present strategies for conducting a successful job search in this changed landscape. This will be followed by a Q&A period for attendees to inquire further for advice.
This event is for professionals thinking about launching, ready to launch or recently launched a mone ymanagement firm. Panel discussions will be focused on issues that concern anyone starting or running a successful money management firm. Attendees will learn about issues surrounding presentation development, Legal and regulatory, Compliance, Marketing, Capital raising, Administration, and Operations.
The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.